Monthly Insights

Potential for large interest rate cuts in Mexico and Brazil, despite robust economic growth, provides opportunities for policies, economies, and equities.

Discover how the UAE’s strategic diversification and robust economic policies are positioning it as a leader amongst GCC nations.

Understand the short-term “voting” actions of foreign investors selling Chinese equities versus the long-term “weighing” impact of value investors.

In 2024, the world will witness the highest concentration of elections in modern history, setting the tone for Emerging Markets across the globe.

Navigating the delicate balance between optimism for sustained growth and cautionary considerations surrounding market valuations in India.

Emerging market top-down opportunities and strong consumer-driven growth are unlocking the potential of the Chinese equity market.

From China’s economic challenges to the future of Asian exports, discover how Indonesia and India are changing the game in East Asian economies.

Deflationary challenges arising in China, its rarity in emerging markets, and the influence of political decisions on shaping the economic landscape.

Emerging markets surge, tech sector booms with EV and AI stocks, and contrasting performance and quality concerns come to light.

Explore the correlation between currency dynamics, equity market moves, and economic factors to help capitalize on emerging market opportunities.